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Refresh Passive-Link Tables Failed

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    #16
    Re: Refresh Passive-Link Tables Failed

    I have two companies. On one the report pulled fine because I have less classes and with a little manipulation I had that one out in less than an hour BvA by class with an extra section for proposed budget by class. Then I was able to take the classes and total by department because all data dumped into QB. I solved the Actual vs All vs Non-Zero portion by putting a bunch of .01's into my QB budgets in empty accounts and classes and that was a simple find and replace to get them out of Excel. Once I had a clean report in Excel, I added formulas on each dept worksheet that all totaled to the full spreadsheet and formatted it to make it pretty and my managers are all good with the final results. less than an hour on the one side.

    On the other side, I have too many classes for the xls dump, so I needed to add all the .01's then choose the classes by department individually to dump each one into xls. Then pull a Total report out of QB and piece it all together to get it all to fit into the format I described above. That took several hours to figure out, format and get to a finished place...

    I also need to add the totals by dept together in both companies to get a combined report... with two different charts of accounts, that's going to be fun... sigh...

    I was hoping QBR would be my godsend to write this all one time and then be able to pull it, but thank you SO much for your insight. I could have spent hours more trying to figure out why I can't do something I thought I should be able to do! I even used the ODBC driver from QBR to pull QB data into Access, but it would only pull tables and not any predesigned reports, so that was no use either (that's really reinventing the wheel with little return on investment LOL!).

    Do you know any way to dump out of QB into Excel without the spacer columns? That would make my report fit into xls.

    Also do you know if QB2008 (I just ordered the upgrade) works with our QB Enhanced payroll service (we just renewed and don't want to have to pay again...) and if it has any better reporting on these things?

    I already sent my issues to QB last week and hopefully they will take a look and try to resolve them in a new release... I'm not holding my breath though.

    and yes, I am biting off a lot, but it seems that simple things like totaling subclasses by class should be a bit easier to accomplish. ces't la vie!

    Thank you so much! You've been incredibly helpful!

    Renee

    Comment


      #17
      Re: Refresh Passive-Link Tables Failed

      Originally posted by crwfd View Post
      I was hoping QBR would be my godsend to write this all one time and then be able to pull it, but thank you SO much for your insight. I could have spent hours more trying to figure out why I can't do something I thought I should be able to do! I even used the ODBC driver from QBR to pull QB data into Access, but it would only pull tables and not any predesigned reports, so that was no use either (that's really reinventing the wheel with little return on investment LOL!).

      Do you know any way to dump out of QB into Excel without the spacer columns? That would make my report fit into xls.
      I use QRB to extract a single class and then append each class to one talbe to get the multiple class reports that I need. It's more of a vertical report than a horizontal report....

      I use QRB to get the data and then use an export operation to excel to take only the columns that I need. But I'm an alpha guy and tend to use Alpha-based solutions.
      Originally posted by crwfd View Post
      Also do you know if QB2008 (I just ordered the upgrade) works with our QB Enhanced payroll service (we just renewed and don't want to have to pay again...) and if it has any better reporting on these things?
      I'm not sure about your payroll service, but I would think it would roll forward to 2008. Intuit will have to answer that question.

      I've worked with 2008, but don't have a direct answer about any improvements in payroll reporting.
      Originally posted by crwfd View Post
      I already sent my issues to QB last week and hopefully they will take a look and try to resolve them in a new release... I'm not holding my breath though.

      Renee
      Well it's a good lung exercise. Just remember to breath every once in awhile to avoid illness... ;)
      Al Buchholz
      Bookwood Systems, LTD
      Weekly QReportBuilder Webinars Thursday 1 pm CST

      Occam's Razor - KISS
      Normalize till it hurts - De-normalize till it works.
      Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
      When we triage a problem it is much easier to read sample systems than to read a mind.
      "Make it as simple as possible, but not simpler."
      Albert Einstein

      http://www.iadn.com/images/media/iadn_member.png

      Comment


        #18
        Re: Refresh Passive-Link Tables Failed

        Thanks for all your help Al! That's basically what I did. Piece it all together.

        Renee

        Comment


          #19
          Re: Refresh Passive-Link Tables Failed

          I am also having this problem. I tried at work on my QB Premiere 2006, and some of the tables linked, while others (like Build Assembly - the one I really need) do not. I also tried it at home on QB 2005 with the sample data, same problem.

          I just downloaded it last week, so it should be the up to date software.

          What I am looking to create is a Stock Status report that has a build column to indicate when the products will be built.

          Help!

          Comment


            #20
            Re: Refresh Passive-Link Tables Failed

            Andrea

            I was able to refresh buildassembly and buildassemblycomponentitemline with QB Premier 2007 and the current QReportBuilder from the QB sample product based company file.

            I don't have older versions of QB to test with...

            Originally posted by ajdemelo View Post
            I just downloaded it last week, so it should be the up to date software.
            Yes you have up to date QReportBuilder software, but not up to date QuickBooks software.

            QReportBuilder has to work through the QB version that you are running to get data. Intuit doesn't allow any program to directly read QB data. So we are limited to what we can do by what Intuit lets us do.
            Al Buchholz
            Bookwood Systems, LTD
            Weekly QReportBuilder Webinars Thursday 1 pm CST

            Occam's Razor - KISS
            Normalize till it hurts - De-normalize till it works.
            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
            When we triage a problem it is much easier to read sample systems than to read a mind.
            "Make it as simple as possible, but not simpler."
            Albert Einstein

            http://www.iadn.com/images/media/iadn_member.png

            Comment


              #21
              Re: Refresh Passive-Link Tables Failed

              Hi Al,

              So what you are telling me is that the QReport Builder is not compatible with older versions of the Quickbooks software. Is this correct?

              Thanks!

              Comment


                #22
                Re: Refresh Passive-Link Tables Failed

                andrea,

                What Al is saying is that QuickBooks adds new features to each version they release, to get the largest number of tables from QuickBooks into QReportBuilder requires the latest version of QuickBooks. We support all versions of QuickBooks, but each version update has more capabilities added. thanks

                brad

                Comment


                  #23
                  Re: Refresh Passive-Link Tables Failed

                  Thanks Brad,

                  What I am a little confused on then is that I have the Premiere Edition, that does assembly, but I can't access the table with QReportBuilder. How is this possible? If the table is there (which it has to be for the assemblies to work) why can't it be accessed?

                  Comment


                    #24
                    Re: Refresh Passive-Link Tables Failed

                    andrea,

                    The QuickBooks feature that makes our product possible is called the QuickBooks SDK - a special developer interface to the QuickBooks internal data.

                    This interface changes every year with them adding more support for additional data as the users request.

                    So yes, the data is there, but QuickBooks has to support and publish it to external applications via the QuickBooks SDK before we can use it. Different QuickBooks SDK editions offer different support for QuickBooks data to external applications like QReportBuilder.

                    Make sense?

                    thanks

                    brad

                    Comment


                      #25
                      Re: Refresh Passive-Link Tables Failed

                      Yep,
                      Thanks!

                      Comment

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